Checklist
Auto Enrolment Checklist
Auto Enrolment Checklist gives UK accountancy teams a practical workflow for repeat client work. Preview the key steps below, download the full checklist, then turn it into a recurring Remindoo workflow with owners, reminders and visibility.
Turn this into a recurring workflow in Remindoo
Create a service template, add subtasks, set trigger dates and assign owners so this checklist runs automatically for every relevant client.
A structured approach is required to manage workplace pension duties and avoid costly penalties and legal issues. Remindoo offers accountants automated pension workflows designed to track staging dates and re-enrolment windows. So, our system can help your firm and clients meet all legal obligations on time.
Establish Compliance Deadlines
Determine when the law applies to your client. If you miss deadlines, such as the initial staging date or the three-year re-enrollment date, it can result in legal breaches.
Assess And Categorise Staff
Employers must review their workforce in each pay cycle to identify staff who meet specific criteria for automatic enrolment into a pension scheme. You must automatically enrol any employee who is aged 22 or over, below the state pension age, and earning more than £10,000 annually.
Scheme Selection And Software Setup
You are required to have the accurate infrastructure to ensure proper pension processing. Your payroll software must be able to manage complex calculations and facilitate seamless data transfers needed for current auto-enrolment (AE) duties. Also, maintain accurate and detailed records of all AE activities and employee information for at least 6 years.
Official Notices And Compliance
You must send formal letters to staff by specific deadlines to explain how auto-enrolment affects them and to comply with The Pensions Regulator’s (TPR) requirements.
Declaration Of Compliance
After fulfilling the initial duties, you must confirm compliance with the regulator. A legal confirmation involves filing a Declaration of Compliance, stating the employer has fulfilled all its statutory obligations under the workplace pension laws.
Ongoing Responsibilities And Record Keeping
Employers are legally required to pay into employee pension schemes and maintain correct records of these contributions. When they keep proper records, they ensure the changes in employee status or opt-out requests are reflected accurately.
Managing Pension Workflows in Remindoo
Pension workflows involve regular assessments, compliance checks, and coordination with payroll cycles. Managing this work manually or through spreadsheets can lead to missed actions, errors, and increased compliance risk. Remindoo allows firms to manage pension workflows as a structured service within the CRM, giving teams clarity, consistency, and full visibility across all clients.
How It Works
- Create Pension Workflows as a service template to standardise your processes across all clients
- Create tasks and subtasks templates for each stage of the pension process, breaking work into actionable steps for easier tracking
- Add checklists for assessments to ensure eligibility checks, enrolment actions, and compliance steps are completed accurately and consistently
- Assign the pension workflow service to individual clients so tasks are applied automatically
- Allocate team members and a service manager to each service to ensure clear ownership and accountability
- Set up automated reminders and notifications for internal teams and clients to keep work on schedule
- Monitor progress in a single central system, giving full visibility and control while eliminating the need for Excel trackers
With Remindoo, pension workflows become organised and traceable, helping your firm manage pension assessments and compliance confidently and efficiently.
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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
